Optimity Advisors401(k)

Optimity Advisors reported $7,696 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.108%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in District of Columbia (500th of 618), and 4,325th of 4,798 in finance & insurance.